Set up
Navigate to the ERP/Integrations tab and select Sage One from the dropdown menu. Click "Authorize Sage One." A new window will appear, prompting you to log into your Sage One account and grant access to Credit-IQ.
Optimize your accounts receivable workflows with Credit-IQ's integration with Sage One, ensuring accuracy and efficiency.
Navigate to the ERP/Integrations tab and select Sage One from the dropdown menu. Click "Authorize Sage One." A new window will appear, prompting you to log into your Sage One account and grant access to Credit-IQ.
Click 'Synchronize Now'. Credit-IQ will automatically start pulling your customer and invoice data from Sage One.
Once all your invoice data is synced, you can begin tracking accounts receivable and configuring workflows for your customers.